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Email invoice opened my email but the PDF is not attached

Windows does not let programs attach files automatically. The PDF is ready to drag in.

Steps

  1. A folder opens next to your email with the PDF already selected.
  2. Drag the PDF into your email, or click Attach in your email app and choose it from Documents → ClearDesk IQ → Sent.
  3. Using Gmail in a web browser? Open Gmail yourself, start a new email and attach the PDF from that folder.

Check that it worked

The email shows the PDF attachment before you send it.

Still stuck?

Still stuck after these steps? Open ClearDesk IQ in the Microsoft Store, choose Publisher support, and include the help code shown on screen (for example CSC-APP-001).